What Does It Look Like When You Outsource Bookkeeping to Us?

What Does It Look Like When You Outsource Bookkeeping to Us?

If you’re thinking about outsourcing your bookkeeping to us, you might be wondering how it all works. What does it look like, what happens when, and who does what? Step 1: Meeting and Agreeing on a Proposal The first step of outsourcing your bookkeeping to us is to meet with Toni and agree on a plan together. We have a standard procedure for setting up new clients, but we know that every business has its own unique needs. Tell us your needs, and together we can assess the scope of the set-up job. Once an agreement is reached, we will…
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How to Know When You Need an Accountant

How to Know When You Need an Accountant

https://youtu.be/A2gsOZpCSUM If you’ve been running your own business for awhile, you’ve seen and experienced many of its challenges and obstacles. Being a business owner is not like being an employee because you’re the “everything person.” If you don’t have employees, then you’re the administrative assistant, marketer, salesperson, chief of R&D, purchasing agent, IT person, strategist, auditor, and bookkeeper, among other things. Even if you do have employees, chances are still high that you’re wearing multiple “hats.”. Is it time to do some outsourcing? We won’t speak to all of the “hats” you might be wearing, but we can certainly help…
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Top Do-It-Yourself Bookkeeping Mistakes to Avoid

Top Do-It-Yourself Bookkeeping Mistakes to Avoid

https://youtu.be/AaWwjslzBhQ   When you first start a small business, it might not make sense to hire an outside bookkeeper right away, especially if you’re running a solo service business. Think of a solo therapist for example. There might be office rent and a supply purchase every month. You will probably have recurring software expenses and continuing education to purchase. Throw in utilities and insurance, plus hopefully some owner’s distributions to keep food on your table, and that might pretty much be the extent of your books. But it’s still a good idea to hire a trained eye to review your…
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